Client Service Manager, Employee Benefits
Core
Oversees an Employee Benefits Account Management team, managing processes, training, and collaboration while also servicing a book of business.
Role type
Senior IC Client Service Manager (Employee Benefits)
Builds
Insurance service operations and client retention for a book of business
Domain
Insurance brokerage / Employee Benefits
Deliverable
client delivery
Required skills
Team supervision, process management, performance coaching, data analysis, project management, client relationship management, insurance plan analysis, regulatory compliance, cross-selling/up-selling
Preferred skills
Brokerage experience, Life & Health licensing, industry trend analysis
Technologies
Microsoft Office Suite, Outlook, automated agency management systems, ResourcePro
Responsibilities
Manage team performance and conduct training; monitor KPIs and drive performance discussions; execute regional/national initiatives; address workflow inefficiencies; coordinate workloads and schedules; conduct annual performance reviews; serve as client point of contact for eligibility/claims/billing; analyze and compare insurance plans; maintain account files and data accuracy; identify cross-sell opportunities.
Seniority
Senior, hands-on IC with supervisory duties